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News of a deal between Washington and Tehran that could reopen the Strait of Hormuz has prompted investors to pare back bets on higher rates this morning. The thinking: If oil starts flowing more freely, energy prices would likely fall, reducing inflationary pressure and giving the Fed less reason to increase rates. It's a reversal from just a week ago, when investors were still digesting news of a stronger-than-expected May jobs report.
Trump declares Hormuz strait open, what to expect at Warsh’s first Fed meeting, where SpaceX stock goes from here, and more news to start your day.
June S&P 500 E-Mini futures (ESM26) are up +1.22%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.99% this morning, pointing to a sharply higher open on Wall Street as oil prices sank after the U.S. and Iran reached an interim peace deal that would reopen the Strait of Hormuz.
A preliminary peace agreement between the United States and Iran has emerged as the dominant market story at the start of the week, with investors assessing the implications for energy markets, inflation and central bank policy. Attention is also focused on a series of interest-rate decisions from major central banks, the post-IPO performance of SpaceX (NASDAQ:SPCX), and developments surrounding AI company Anthropic (NASDAQ:ANTP).
U.S. Justice Department grants unconditional clearance for Paramount Skydance's acquisition of Warner Bros. Discovery. Approval removes a major federal antitrust hurdle, with no required divestitures or behavioral remedies. Deal still faces ongoing review from European regulators and possible legal challenges from state attorneys general. For investors watching NasdaqGS:PSKY, the unconditional clearance comes with the stock trading at $10.47. The company has seen mixed recent performance,...
US equity investors will focus this week on Kevin Warsh's inflation assessment at his first rate-set
As global markets navigate a landscape marked by inflation pressures, geopolitical tensions, and fluctuating energy prices, investors are increasingly seeking opportunities in undervalued stocks. In this environment of cautious optimism and shifting economic indicators, identifying stocks trading below their estimated worth can offer potential value for those looking to diversify their portfolios.
The report is accused of falsely describing AI use at UBS, NHS Greater Manchester, Swiss Federal Railways and TfL.
Some of the largest companies in Tennessee or with state ties are seeking billions in tariff refunds from the government, but will customers see any money?
(Bloomberg) -- Gold and silver rallied after the US and Iran announced an interim deal to end hostilities and reopen the Strait of Hormuz, easing global inflation fears and potentially tempering expectations for interest-rate hikes.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Bigges
While interest rates are widely expected to remain unchanged, Warsh and the Federal Open Market Committee (FOMC) appear set to make a subtle yet powerful monetary policy change.
The Morning Bull - US Market Morning Update Monday, Jun, 15 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.5%, as investors weigh softer inflation expectations against a rebound in bond yields and fresh tensions around a potential US Iran deal. The US 10 year yield is back near 4.5%, which can pressure borrowing costs for mortgages, credit cards and corporate debt. At the same time, the University of Michigan consumer sentiment index has moved...
CAT gains from AI data center power demand and a record backlog, while RH faces tariff pressures and housing-market uncertainty.
(Bloomberg) -- Treasuries advanced across the curve as investors dialed back expectations for Federal Reserve interest-rate hikes following news of a deal to halt the Iran war. Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOIran Pushes Differing Deal Versions as US Sticks t
Precious metal prices, including gold and silver, were higher in the overnight session on Sunday as a peace deal between the U.S. and Iran eased concerns around inflation and higher interest rates.
Palantir Technologies (NasdaqGS:PLTR) lost a high profile legal case in Switzerland over its efforts to challenge critical investigative reporting about its pursuit of Swiss federal government contracts. The Swiss court largely dismissed Palantir’s requests to force a magazine to publish its responses, intensifying attention on the company’s data sovereignty practices in Europe. The ruling comes as Palantir faces heightened regulatory and political scrutiny in other key European markets,...
Bank of America CEO Brian Moynihan is one of few people who really know in real time how Americans are contending with rising inflation and high gas prices.
The Fed’s policymaking arm is widely expected to leave the federal-funds rate unchanged at 3.5% to 3.75%.
Will the top precious metal consistently outperform the largest companies in America?
Nike stock is confounded by multiple forms of inflation, including high producer prices.
The explosion in AI spending is having a ripple effect throughout the tech industry, and now gamers are going to pay the price. To find out just how much weight AI holds in the U.S. economy, the Federal Reserve Bank of St. Louis looked at how much money is being spent on software, R&D and ...
Investor attention will be on Kevin Warsh's first meeting as chair of the Federal Reserve, dealmaking in the Middle East, and the second-day effects on SpaceX.
Investor attention will be on Kevin Warsh's first meeting as chair of the Federal Reserve, dealmaking in the Middle East, and the second-day effects on SpaceX.
Investors naturally want simplicity. But in a world of rising inflation, geopolitical turmoil, and a stock market fueled by pandemic-era liquidity, asset allocation and time allocation are more closely linked than ever.
A newly awarded federal cloud contract could give ORCL investors a compelling reason to look past the concerns.
Earlier this week, Datadog used its Dash user conference to unveil more than 100 new AI and security capabilities for its Bits AI platform, alongside FedRAMP High certification and an increase to full-year guidance. The scale of these launches positions Datadog as a central control layer for complex AI and cloud workloads, expanding its role well beyond traditional observability. Next, we’ll examine how this push into autonomous AI observability and remediation could reshape Datadog’s...
Consumer confidence is softening into the back half of spring, and the rotation out of growth and into recession-resistant cash flow is picking up speed. For investors looking to add ballast before the summer, three blue-chip staples stand out: Each delivered a top-and-bottom-line beat in its most recent quarter, each carries a multi-decade dividend track ... 3 Consumer Staples Stocks to Buy Before the End of June
Tutor Perini Corporation recently announced it had secured a task order of approximately US$651.8 million from NAVFAC Pacific to harden and underground critical electrical feeders at Naval Base Guam, with design starting in 2026 and substantial completion targeted for 2031. The award adds a large, long-duration defense infrastructure project to Tutor Perini’s backlog, reinforcing its role in complex federal civil and electrical work. We’ll now examine how this long-dated US$651.8 million...
These stocks were made for times like these.